Investment Process

Our investment team meets daily to review the news and to comment on financial markets and monthly to debate strategy and identify specific stock ideas. We meet companies and fund managers on a regular basis, receive research and investment views from some of the world’s influential brokers and research houses and have in-house expertise in a wide range of investments to ensure that your assets will be managed effectively.

As part of Ashcourt Rowan plc we work closely with the group’s specialist collective investment fund experts at our sister company Ashcourt Rowan Asset Management Limited.

The value of investments, and any income derived from them, can fall as well as rise, and you may not get back what you originally invested.